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ORG Wealth Partners’s Charter Communications CHTR Stock Holding History

ORG Wealth Partners’s Portfolio CHTR Stock Details CHTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$195K Buy
1,371
+301
+28% +$50.2K 0.03% 247
2026
Q1 		$231K Buy
1,070
+617
+136% +$134K 0.05% 207
2025
Q4 		$94.6K Buy
+453
New +$102K 0.02% 278

Other funds holding CHTR

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ORG Wealth Partners's CHTR Position: Q2 2026 in Review

ORG Wealth Partners increased its Charter Communications (CHTR) stake by 28% in Q2 2026, buying an estimated $50.2K and bringing the position to 1,371 shares worth $195K. The position accounts for 0.03% of the portfolio, ranked #247.

ORG Wealth Partners first reported a position in CHTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q1 2026. 783 funds tracked by Wall St. Rank hold CHTR as of Q2 2026.

  • ORG Wealth Partners held 1,371 shares of Charter Communications worth $195K as of Q2 2026.
  • ORG Wealth Partners bought 301 Charter Communications shares in Q2 2026, an estimated $50.2K.
  • Charter Communications made up 0.03% of ORG Wealth Partners's portfolio in Q2 2026, its #247 holding.
  • ORG Wealth Partners first reported a position in Charter Communications in Q4 2025 and has held it in 3 quarters since.
  • ORG Wealth Partners's Charter Communications position peaked at $231K in Q1 2026.
  • 783 funds tracked by Wall St. Rank held Charter Communications as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.